Mortgage Operations Assistant

This role is built for someone who is highly organized, forward-thinking, and confident working autonomously in a demanding lending environment.

Key Responsibilities:

• Oversee loan files from application receipt through closing, ensuring every file is complete, well-organized, and ready for submission
• Gather and review borrower documentation including LLC records (Operating Agreements, Articles of Organization, EIN Letters), government-issued identification, purchase contracts, and any supporting materials
• Validate LLC ownership structures, conduct detailed reviews of Operating Agreements, and confirm alignment between LLC documents, borrower IDs, and loan applications
• Detect and resolve file discrepancies before they progress to the underwriting stage
• Confirm borrower identities and ensure all borrower information is consistent throughout the full file
• Review insurance documentation to verify the correct LLC name, property address, and lender are reflected as Mortgagee or Additional Insured
• Place and monitor appraisal orders, maintaining follow-up until each is completed
• Input and manage loan files within LendingPad, upload and organize all documentation, and verify proper file structure ahead of submission
• Keep borrower stages, pipeline statuses, and activity records updated within GoHighLevel (GHL)
• Maintain daily communication with borrowers, brokers, lenders, and third-party vendors, following up on outstanding documents, underwriting conditions, and appraisal updates
• Submit finalized loan files to underwriting and track all conditions through to final clearance

Mandatory Skills:

• Proven track record processing DSCR and/or Hard Money loans including Fix & Flip, Bridge, and Construction programs
• Hands-on proficiency with LendingPad for loan file management and data entry
• In-depth understanding of LLC structures and corresponding documentation, particularly Operating Agreements
• Ability to assess LLC ownership percentages and flag inconsistencies
• Demonstrated experience managing the complete loan lifecycle from intake to close
• Strong organizational capabilities with the ability to handle multiple active files at once
• Excellent written and verbal English communication skills
• Dependable, detail-focused, and able to operate independently with minimal direction
• A sense of urgency paired with disciplined follow-through

Preferred Skills:

• Familiarity with GoHighLevel (GHL) for CRM and pipeline management
• Prior experience supporting U.S.-based real estate investors
• Knowledge of non-QM loan products and alternative lending structures
• Experience coordinating with appraisers, title companies, and third-party service providers
• Habit of proactively identifying potential problems and proposing solutions before they escalate

If you take pride in your precision and follow-through and thrive in high-stakes environments, this role was built for you.